Continental Nine Financial Management, through Conrad Tarte, provides customized investment advice and financial planning services to individuals, retirement plans, estates, trusts, family partnerships, and small business owners. Services include investment recommendations, tax planning, estate planning, employee benefits planning, corporate and business planning, insurance planning, real estate planning, budgeting, and retirement planning.
Assets Under Management$32M
Clients127
AdvisorsN/A
Avg. per Client$250K
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$10K
Investment management only (planning not offered)
Continental Nine Financial Management offers investment management services. The annual fee ranges are:
- $0 to $500,000: 2.00% to 3.00%
- $500,000 to $1 Million: 1.50% to 3.00%
- $1 Million and above: 1.00% to 3.00%
Fees may be based on the value of each fund or account separately. Fees are billed quarterly, with a minimum quarterly fee ranging from $75.00 to $100.00 paid in advance. Fees are negotiable.
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